Fundraising (Gifts & Pledges)
Gift and pledge entry, campaigns, funds, appeals, events, in memory, soft credits
- Fundraising overview
- Gift entry
- Gift entry: Soft credits and other related gifts
- Bulk gift entry
- Pledge entry
- Entering gifts of securities (stocks) into LGL
- Review and update gift, pledge, and goal details
- Can I import gift information?
- Fundraising searching, browsing, and reporting
- Using fundraising goals for major gifts or grants
- Campaigns and funds
- Appeals
- Quick searching and reporting with Fundraising views
- Matching gifts: Understanding and working with them in LGL
- Generate a lump sum report to record donations into QuickBooks
- Soft credits: Gifts given by a spouse/partner, Donor Advised Funds, Family Foundations
- Bulk gift editing
- Using gift batches
- Working with stewards
- Working with split gifts